Settings & Tools
76 Articles
- Agent teams
- How do I set the agent mobile number to display on dash
- Agent License Status Warnings
- How do I Set the Agent Mobile Number to Display in dash
- Agent Teams
- How to Set up Person Custom Field
- How Do I Add a Person to a Contact Group
- How Do I Set Up Agents, Suppliers, Vendors, etc. Direct Deposit or Credit Card Information?
- How to Enable or Disable Overrides for Terminated Agents
- How to Add a Transaction Fee and Add as a Part of Out of Office Referral
- How do I Set Up Extra Vouchers?
- Paid at Closing - What if agent is paid at the table? (Title Co., Escrow Co., Attorney, etc)
- How Can I Record a Commission Advance or Agent Credit Paid Out of Closing?
- Protected Record Checkbox
- Merchant Account for Credit Card Payments
- New Forte Application Settings (January 2026)
- New Application Setting – Allow Unpost of Closings with Forte Payments
- Enable Default Settings when Adding New Agent or Employee (copied)
- Customizing Dropdown items in darwin Cloud
- Billing Wizard: Special Billing Categories
- Check Merge Field Reference
- How Do I Customize Commission Checks?
- How Do I Copy an Existing Check Layout in darwin Cloud?
- How to Upload Images to a Check Layout
- How do I set up Default Checks for Printing Payable, Commission, and Escrow Checks
- How Do I Design Checks and Modify Check Alignment?
- 2024 - 1099 MISC Mailing Format Adjustment
- Security Role Action: 1099 Reconciliation
- Agent Payments error: The First Name or Last Name entered doesn't match with the Agent's name
- Forte: ACH Direct Deposit & Credit Card - About, Applications, Processing Fees
- Canadian - Forte Fees
- USA - Forte Fees
- US & Canadian Forte Customers
- Letters: Merge Fields for 3rd Party Person Name in Letters
- Letters: New merge field: {Agent_3rdPartyPaymentBreakdown}
- Property by Agent Type Letter: New Merge Fields
- Light Text When Printing Out from darwin Cloud
- error message: The list commission is not set for this property
- Forte: ACH Direct Deposit & Credit Card - About, Applications, Processing Fees
- Understanding Forte Validation & PCI compliance fees
- All about Forte
- Multiple Merchant Accounts for Forte
- Forte Price Sheet
- How to Refund an Agent in Forte for Overpayment
- Commercial Lease
- How to download the export summary report from patriot payroll
- How to Enable Security by Company in Inter-Company Billing
- Exclude Agent Net from Submission
- Modify User Profiles
- Security: Adding or Resetting Users Under Limited Permissions
- Controlling what Agents can see and do in darwin.cloud
- Security: Add/Reset Users
- Security Role Action: ACH/CC Payments
- Create Agent Logins in Batch
- EscrowCheck Role
- Logging into darwin Cloud
- Short Video - Setup username for Agent login to darwin.Cloud
- Special User specific Security Roles
- Security Roles in darwin Cloud
- Security Screen Navigation
- Explanation of the pre-AT Historical Spreadsheet
- Uploading Vendors
- Startup Tasks for Accounting Department
- How do I Set Up Inter-Company Billing
- How do I Terminate an Office in darwin Cloud
- How do I Add a New Company in darwin Cloud
- How to Edit Comm GL Account Mapping
- Spotlight: Introducing darwin.Chat
- Darwin API Documentation
- Admin Notification for Payment Method Added/Updated
- Open House Notifications: How to add agent's office
- NOTIFICATIONS - 📥 How to Add Master Templates in Notifications
- AccountTECH New Customer Support Portal: Sign Up
- Notification Templates
- Notifications: New Merge Fields
- Brand color guidelines - Century 21